KWB Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
2,612
-217
| -8% | -$31.9K | 0.05% | 104 |
|
|
2025
Q1 | $365K | Buy |
2,829
+10
| +0.4% | +$1.29K | 0.04% | 114 |
|
|
2024
Q4 | $385K | Sell |
2,819
-63
| -2% | -$8.61K | 0.05% | 100 |
|
|
2024
Q3 | $295K | Buy |
2,882
+228
| +9% | +$23.3K | 0.04% | 105 |
|
|
2024
Q2 | $281K | Sell |
2,654
-520
| -16% | -$55.1K | 0.04% | 111 |
|
|
2024
Q1 | $281K | Buy |
+3,174
| New | +$281K | 0.04% | 112 |
|